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Addepar
Addepar is a wealth management platform that activates financial data, powering analytics, AI workflows, and trusted portfolio insights.
About
Addepar is a global data and AI platform that empowers investment professionals to transform complex financial information into actionable intelligence. The company unifies portfolio, market, and client data into a total portfolio view, delivering AI-powered insights within investment and client workflows. Its platform supports wealth operations, alternatives management, and enterprise data activation through products like Addepar Data Exchange (ADX) and Navigator. Trusted by more than 1,400 firms in nearly 60 countries, Addepar helps manage and advise on nearly $9 trillion in assets. The company's open platform integrates with nearly 650 software, data, and consulting partners to power end-to-end investment operations across firms of all sizes.